Vice President Financial Planning & Analysis and Business Intelligence

Bachelor’s in finance, accounting, business, economics, or a related field (Master’s Degree Preferred). Minimum 10 years of experience in financial planning & analysis, business intelligence, or corporate finance. 7 years’ experience leading a team and managing complex financial initiatives and supporting strategic business decisions in a high-growth environment. Extensive experience in SaaS (Software-as-a-Service) for a scaled SaaS business ($250M+ revenue) or a business unit within a larger enterprise ($500M+) environments. Working knowledge of GAAP, financial reporting, and compliance standards. Advanced proficiency in financial modeling, data analytics, and business intelligence platforms (e.g., Power BI, Tableau, Adaptive Insights). Deep understanding of SaaS financial metrics and drivers, such as ARR, NRR, GRR, ACV, TCV, and their impact on growth and profitability. Demonstrated success in building and leading high-performing FP&A and BI organizations in complex, global SaaS or technology environments. Experience with subscription-based revenue models, forecasting, and scenario planning for SaaS businesses. Ability to optimize finance tech stacks for automation, real-time insights, and a single source of truth. Experience with financial systems implementation, process automation, and data governance. Demonstrated ability to translate complex financial concepts into actionable strategies for both technical and non-technical audiences. Excellent communication, executive presence, and stakeholder management skills.

Lead and manage global FP&A and BI teams, overseeing budgeting, forecasting, financial modeling, and business analytics. Architect and deploy best-in-class financial systems, dashboards, and reporting tools. Design and implement the organization’s financial strategy, focusing on revenue growth, margin optimization, and capital efficiency. Partner with cross-functional teams to align financial planning with business objectives. Establish and maintain robust processes for financial analysis, scenario planning, and KPI development. Oversee the development and automation of business intelligence solutions. Lead the annual budgeting and long-range planning cycles. Assist the Corporate Controller in developing and refining financial policies and procedures. Spearhead business continuity and risk management planning for finance and analytics functions. Develop cohort analysis and customer lifetime value models. Partner with GTM teams on pipeline health, bookings quality and revenue predictability. Lead the AI transformation within the CFO organization. Build and manage the annual FP&A and BI budget. Foster cross-functional collaboration with Finance, Product, GTM, and Technology teams. Mentor and develop the FP&A and BI teams, promoting technical excellence, analytical rigor, and business partnership. Oversee performance management, ensuring alignment with departmental and organizational goals. Provide ongoing training, certifications, and development opportunities to build a high-performing, scalable team. Lead and develop a team of direct and indirect reports, driving team performance and supporting the organization’s overall financial strategy. Define performance standards and goals for individuals and teams and hold them accountable for delivering results.